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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,607 | $101,672-72.8% | $147,117-81.2% | $74,478-62.9% |
| Participation rate | 82.1% | 75.5%+6.5pp | 82.2%-0.1pp | 67.2%+14.8pp |
| Annual return | -3.40% | 8757.83%-8761.2pp | 420.54%-423.9pp | 1370.56%-1374.0pp |
| Employer contribution / active EE | $2,114 | $3,813-44.6% | $4,932-57.1% | $2,626-19.5% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |